This Mumbai-based robo advisory was founded by Sonam Srivastava, an IIT Kanpur alumni
Digital services help cut operational costs by a significant margin, making wealth management solutions affordable and accessible
Advisers need to position themselves as the CFO for their clients: not just an investment adviser, but a life planner looking at all aspects of wealth management
It is important for investors to know how to evaluate and choose amongst them just as carefully as they would do with a human adviser
Robo-advisors can give you an automated, personalised investment plan, pick the right funds to build your portfolio and monitor your investments, all at a fraction of the cost of a human advisor
Multiple factors have led to a sudden growth of robo advisors. The evolution offers unbiased solutions to the clients.
To attract retail investors, mutual fund houses are contemplating "robo" advisory route, wherein automated algorithm-based advice will be provided without human intervention.